Wacker木鱼

First, let me state that I have been a Tesla shareholder for almost 10 years and voted in yes for Elon’s package through Interactive Brokers. However, I could not do a yes vote for the Tesla shares held in my German account because Commerzbank did not provide a voting channel

@Goupenguin 对，现在都想如何脱了欧洲护照

身份那么多，全球追税都要追成傻逼了，兄弟🤣被全球国税局轮奸，挣100u要交120u的税

@garyblack00 @wholemars Baidu? You don’t know baidu.

Wrong. $TSLA bulls have for years argued that only TSLA can scale (i.e. build profitably) unsupervised autonomous vehicles. $BIDU’s 1,000 autonomous vehicles completing 250K-300K paid driverless rides per week will be profitable in FY’26. Please read what I wrote. By “scale” I mean producing/deploying thousands to millions of vehicles, expanding geographically quickly, achieving high utilization, and doing so profitably/competitively without human oversight (e.g., safety monitors). $BIDU Apollo Go RT6s now cost just $28K to produce and put into service excluding batteries. The same will be true of others as they figure out how to build autonomous vehicles more cheaply. There are reports that Waymo has a deal to purchase 50,000 vehicles from Hyundai by 2028. This deal, valued at approximately $2.5 billion, implies a cost of $50,000 per vehicle, including the sensors and integration, signaling a massive cost reduction for autonomous vehicles.

The thesis has never been that only Tesla can make driverless cars. Driverless cars have existed at Google since before Tesla made their first car! The thesis is that Tesla’s cost structure will let them make money on Robotaxis while most of the industry burns cash like crazy.

@XieJackie 我在德国看人买蔚来 小鹏也总和他们聊聊

🚨在悉尼买比亚迪的人我真觉得疯了。比Model Y就便宜约5000澳元（3600美元）。加速还更慢。安全系数就更不用说了。更关键是不能自动驾驶啊！ 结果今年前4个月BYD海狮7卖了6248辆，仅次于Model Y的6719辆。我觉得特斯拉车的安全性和FSD宣传力度在这非常不够。每次看到开BYD车的人我总想上去和他聊聊🤣

@Chen_0_ 德国还不能用🥹

我还是不敢相信，特斯拉的FSD总里程达到了一百亿英里， 而我居然还没有收到v14.3.2的升级🫠

@Tsla99T 我还去他们市场活动体验了一下换电，顺便安利了几个中国企业家买了特斯拉

惊闻：NIO在欧洲九个牛屋，六十个换电站，去年销量1000多台

@Tsla99T 杜塞尔多夫的牛屋关门倒闭了，不过我还真看到三个华人买了，都是国内企业的欧洲分部的人

@lawyu78 @fengbuer1213 这时候又说听蒋的话？别胡说八道了，他就是个土财主

@fengbuer1213 是蒋介石叫他不抵抗的。

晚年张学良，在蒋介石和蒋经国都死后，终于敢说出发动【西安之变】的原因： 1，蒋介石早在1936年8月，就邀请周恩来去南京签订了和平协议，张学良知道后，也不和共产党打了，明白蒋是借共产党的手对他削藩； 2，杂牌军帮蒋介石送死，不管胜败，兵员和枪支弹药都不给补充，就是把他们当工具消耗。

@Balder13946731 物理层面不可行解释一下

7.5万亿美元是可能的，就看信徒有多少。 100万人移民火星是不可能的，因为在经济上没有可行性。 太空数据中心也是不可能的，因为在物理层面上没有可行性。

@WangNextDoor2 财报huiyi有没有可能elon在控制预期和股价，主要目的是为了tsla的股价别快速涨上去，不利于space X合并特斯拉

Tesla 财报后最被忽略的重磅信号： Robotaxi 不是“撞车”问题，而是“犹豫”问题！ 最新分析： FSD v15 约7个月后分地区上线无监督，2026年底 Robo Taxi 可达 5,000-20,000辆（超 Waymo），先给车主无监督 FSD 解决路口犹豫，再大规模商用。 更重要：FSD 采用率已升至13.9%，毛利回升至$8570/辆，Grok 语音交互即将革命（比11Labs还强），车子变“活”了！FSD+高油价+降本，Q3-Q4 交付有望冲50-55万/季度。 好到伟大的 FSD 时代来了，真正的转折已开始！🚀 #Tesla #FSD #Robotaxi #Cybercab

@XieJackie On the earnings call, is it possible Elon is managing expectations and the stock price, with the main goal being to prevent TSLA’s stock from rising too quickly, which would be unfavorable for a SpaceX–Tesla merger?

特斯拉官方首次发布Cybercab车队集体上路画面！看来离正式出场越来越近了！🚀

@UnotheInvestor On the earnings call, is it possible Elon is managing expectations and the stock price, with the main goal being to prevent TSLA’s stock from rising too quickly, which would be unfavorable for a SpaceX–Tesla merger?

Hard truth: $TSLA just posted its best quarter in a year. EPS beat. Margin beat. Revenue beat. Stock is flat. $VOO hit an all time high last week without a single earnings call. Sentiment is not strategy.

@BoBbyPleWniaK On the earnings call, is it possible Elon is managing expectations and the stock price, with the main goal being to prevent TSLA’s stock from rising too quickly, which would be unfavorable for a SpaceX–Tesla merger?

What happened to that great euro FSD news. I thought $tsla was going up 10% based on all the chatter on here. Somehow we lost all momentum into earnings and no life came from earnings. Wonder if we get a spark next week. There is this stupid industry standard “3 day rule” I hear about that the big boys might still play by. If so, does that put us out to Tuesday before any buying occurs?

On the earnings call, is it possible Elon is managing expectations and the stock price, with the main goal being to prevent TSLA’s stock from rising too quickly, which would be unfavorable for a SpaceX–Tesla merger? @elonmusk

财报elon在控制预期和股价，主要目的是为了tsla的股价别快速涨上去，不利于space X合并特斯拉@elonmusk

@Tsla99T 我是你youtube会员，也申请了

订阅了我的youtube会员的还没有被我批准加入的一定要告诉我 蓝标网友我都加入了 27号以后开始加非蓝标网友

@xiaoshunli 等你有小孩要出国上学，就知道120万都不够小孩一人，纽约的开销

虚假的财务自由： 开兰博基尼，玩嫩模，夜店里声色犬马，赌场里一掷千金，办公室里随便一签就是几个亿的订单。 真正的财务自由： 存款3000万，年华4%，固定收益120万，一天3200块。每天睡到自然醒，醒来唯一的烦恼，就是花掉3200块。 正常吃饭，工作，睡觉，休息。偶尔出去散步，打球，海边，旅游。 没有焦虑，没有浮躁，就是静静的花钱，就是每天朴实无华的快乐。 这种快乐，99%的人真的不懂，也极难体会到。

@lufeieth 4. 共识机制描述缺失 文章没有提到Arc使用的是Malachite共识引擎，也没说明当前是PoA（Proof of Authority）许可制验证者模型。Allaire刚确认计划逐步过渡到PoS ，这对估值分析很重要——文章讨论”去中心化”时缺少这个关键背景。

@lufeieth 3. 对”确定性最终性”的表述不够准确 文章说Arc提供”数百毫秒内的确定性结算最终性”。根据最新数据，Arc的结算最终性约为780毫秒 ，Circle官方说法是”half second transaction finality”（约0.5秒） 。“数百毫秒”这个说法模糊但基本合理，不过更准确的数字应该是500-780ms。

@lufeieth 2. 测试网数据有误 文章称测试网”自2025年10月28日上线以来”，这个日期正确。但文章说”日均约230万笔”——根据Circle 2025年Q4财报，日均交易量230万笔是基于截至2026年2月20日的30天滚动数据 ，并非自上线以来的日均值。这个区别虽然不大，但作为投研文章应该准确

@lufeieth 1. Arc原生代币问题（重大遗漏） 文章全篇将Arc定位为”USDC作为唯一原生gas代币”的链，但完全没有提到： •Circle在2025年Q3财报中就已披露正在”探索发行Arc原生代币” •就在今天（4月14日），Allaire在首尔活动上确认正在探索为Arc发行代币，用于治理、激励和经济利益对齐，并计划逐步过渡到Pos